Position in DOCS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,213,106
-$5,946,275 QoQ
Shares Held
180,820
-21.2% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Derivatives in DOCS
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$2,214,000
PutShares
50,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Mar 31, 2026EVOKE WEALTH, LLC holds $5,034,667 across 2 Health Information Services names. DOCS ranks #1 (83.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCS |
Doximity, Inc.
This page
|
180,820 | $4,213,106 | |
| 2 | VEEV |
Veeva Systems Inc
|
4,677 | $821,561 |
All Filings in DOCS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,213,106 | 180,820 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,214,000 | 50,000 | Put | Sole | 2026-02-06 | |
| 2025-12-31 | $10,159,381 | 229,435 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,657,500 | 50,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $16,797,946 | 229,637 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,067,000 | 50,000 | Put | Sole | 2025-08-07 | |
| 2025-06-30 | $16,275,526 | 265,333 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $16,394,867 | 282,524 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,815,415 | 240,034 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,811,217 | 271,086 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $416,190 | 15,466 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $213,409 | 10,057 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $263,110 | 7,734 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $23,420,953 | 697,883 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,535,870 | 348,639 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $12,031,911 | 345,546 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $18,167,064 | 348,763 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $21,677,816 | 432,432 | Shares | Sole | 2022-02-09 | |
| 2021-06-30 | $23,571 | 405 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||